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Interfacing Technologies Corporation
EPC - WebApp Manual — 14.0
  • 15.2
  • 15.1
  • 15.0
  • 14.0
  • 13.4
  • 13.3
  • 13.2
  • 13.1
  • 13.0
  • 12.3
  • 12.2
  • 12.1
  • 12.0
Table of Contents
Interfacing Technologies Corporation
  • EPC - WebApp Manual — 14.0
    • EPC - WebApp Manual — 15.2
    • EPC - WebApp Manual — 15.1
    • EPC - WebApp Manual — 15.0
    • EPC - WebApp Manual — 14.0
    • EPC - WebApp Manual — 13.4
    • EPC - WebApp Manual — 13.3
    • EPC - WebApp Manual — 13.2
    • EPC - WebApp Manual — 13.1
    • EPC - WebApp Manual — 13.0
    • EPC - WebApp Manual — 12.3
    • EPC - WebApp Manual — 12.2
    • EPC - WebApp Manual — 12.1
    • EPC - WebApp Manual — 12.0
GrabGrab
GrabGrab
  • Technical Support
  • Disclaimer
  • FAQs
  • 1.0 Enterprise Process Center
    • 1.1 Process Viewing
    • 1.2 Collaborative Environment
    • 1.3 User Categories
    • 1.4 BPMN 2.0
    • 1.5 Governance
    • 1.6 Performance
  • 2.0 EPC 14.0 Release Notes
    • What’s New in 14.0
      • Edit in Microsoft Office 365
      • Microsoft Teams Integration
      • Add Phases to Process Maps
      • Automatic System Serial Numbering
      • Mass Assigning Approval & Endorsement Cycles from the List Page
      • Merge Action Added to Capability, Terms, Folders & Sets
      • Run Process Validation & Translation Reports Directly from the Graph Edit Window
    • Feature Improvements
      • Business Process & Mapping Enhancements
      • UI & UX Improvements
      • Object Governance Improvements
      • Children Posts Dropdown Added to Collaboration
      • Purge Functionality & Archive Improvements
      • Possibility to Include Process Shortcuts in SOPs
      • Ability to Multi-Select Objects in Assignment Tree Selector
      • Ability to Create Objects from Individual Objects Details Pages
      • Ability to Delete Associated Categories, Object Types and UDAs
      • Possibility to Associate Documents to a Glossary Term
      • Ability to Import & Export Glossary Objects with Descriptions
      • Excel Import & Export of Capability Data
      • Subtype Filter Added to Link-to-Object Feature
      • New Capability Filter for the Type Column in the To Do Module
      • Process Book Template – Possibility to Add Flow Object UDAs
      • Ability to Create & Edit KPI Measure Values with Read Permissions
      • Improved Search Service
      • Category Name Added to the Audit Trail
      • All Object Types Selected when Adding the “My Objects” Widget
      • Simplified Wiki Document Access and Improved Navigation
      • Latest Additions to Our Standard Reports Package
    • Fixed Issues
    • Content-Mining Parser
      • What’s New in Parser?
      • Feature Improvements
  • 3.0 The Web App
    • 3.1 What is the Web App?
    • 3.2 What Can I do in EPC Web App?
    • 3.3 What is RASCI-VS?
  • 4.0 Navigating the Web App
    • 4.1 Logging in
      • 4.1.1 Integrated Login (SSO)
      • 4.1.2 Cognito Login
    • 4.2 Home
      • 4.2.1 Widgets
        • 4.2.1.1 Widget Dashboard Manager
          • 4.2.1.1.1 Access Dashboard Manager
          • 4.2.1.1.2 Add Widgets to Home Page
          • 4.2.1.1.3 My Objects Widget
            • 4.2.1.1.3.1 Customize My Objects Widgets
          • 4.2.1.1.4 My Documents Widget
            • 4.2.1.1.4.1 Customize My Documents Widgets
          • 4.2.1.1.5 My Performance Widget
            • 4.2.1.1.5.1 Customize My Performance Widgets
          • 4.2.1.1.6 My Actions Widget
            • 4.2.1.1.6.1 Customize My Actions Widgets
          • 4.2.1.1.7 My Performance Chart Widget
            • 4.2.1.1.7.1 Customize My Performance Chart Widgets
          • 4.2.1.1.8 My Posts & Replies Chart Widget
            • 4.2.1.1.8.1 Customize My Posts & Replies Chart Widgets
          • 4.2.1.1.9 My Actions Pending Widget
            • 4.2.1.1.9.1 Customize My Actions Pending Widgets
          • 4.2.1.1.10 My Risk Chart Widget
          • 4.2.1.1.11 External Website Widget
            • 4.2.1.1.11.1 Customizing the External Website Widget
          • 4.2.1.1.12 My Map Widget
            • 4.2.1.1.12.1 Customizing My Map Widget
          • 4.2.1.1.13 HTML Widget
            • 4.2.1.1.13.1 Customizing the HTML Widget
          • 4.2.1.1.14 Google Analytics Widget
            • 4.2.1.1.14.1 Customizing the Google Analytics Widget
          • 4.2.1.1.15 Object Sent for Approval widget
            • 4.2.1.1.15.1 Customizing the Object Sent for Approval widget
          • 4.2.1.1.16 Object Sent for Endorsement Widget
            • 4.2.1.1.16.1 Customizing the Object Sent for Endorsement widget
          • 4.2.1.1.17 Search Widget
          • 4.2.1.1.18 My Flow Objects Widget
            • 4.2.1.1.18.1 Customize My Flow Objects Widgets
        • 4.2.1.2 Customize Widgets Content
          • 4.2.2 Widget Filter Rules
            • 4.2.1.2.8.1 Widget Filter Categories
          • 4.2.1.2.2 Multilingual Widget Names
        • 4.2.1.3 Customize Home Page Layout
          • 4.2.1.3.1 Layout Options
          • 4.2.1.3.2 Resize Widgets
          • 4.2.1.3.3 Move Widgets within a Home Page
          • 4.2.1.3.4 Remove Widgets from Home Page
        • 4.2.4 Customize Home Page Tabs
          • 4.2.1.4.1 Adding, Removing and Re-naming Tabs
          • 4.2.1.4.2 Re-ordering Tabs
          • 4.2.1.4.3 Permission on Tabs
        • 4.2.5 Reset to Default Widgets
      • 4.2.2 My Dashboards
    • 4.3 General Navigation
      • 4.3.1 Navigation between Modules
      • 4.3.2 Navigation within a Module
      • 4.3.3 Last Visited Tab
    • 4.4 Process
      • 4.4.1 Module Overview
      • 4.4.2 List
        • 4.4.2.1 Sorting
        • 4.4.2.2 Filtering
          • 4.4.2.2.1 Default Filter
          • 4.4.2.2.2 Remove Filter
          • 4.4.2.2.3 Add Filter
          • 4.4.2.2.4 Combine Filter
        • 4.4.2.3 Quick Graph View
      • 4.4.3 Graph
        • 4.4.3.1 Graph Navigation
          • 4.4.3.1.1 Navigating in Graphs
            • 4.4.3.1.1.1 Fit Screen
            • 4.4.3.1.1.2 Full Screen
            • 4.4.3.1.1.3 Zoom In
            • 4.4.3.1.1.4 Zoom Out
            • 4.4.3.1.1.5 Options
            • 4.4.3.1.1.6 Auto Layout
            • 4.4.3.1.1.7 Print
              • 4.4.3.1.1.7.1 Printing from Internet Explorer
            • 4.4.3.1.1.8 Subscribe
            • 4.4.3.1.1.10 Overview Window
            • 4.4.3.1.1.11 Localize (View local copies of processes)
            • 4.4.3.1.1.12 Process Synchronization
            • 4.4.3.1.1.13 Share
            • 4.4.3.1.1.14 Sync
            • 4.4.3.1.1.15 Download
        • 4.4.3.2 Map Graph
          • 4.4.3.2.1 Graph View
          • 4.4.3.2.2 Swimlanes
          • 4.4.3.2.3 Matrix Swimlanes
          • 4.4.3.2.4 Process Preference View
          • 4.4.3.2.5 Map Options Customization
            • 4.4.3.2.5.7 Highlight
              • 4.4.3.2.5.7.1 Critical Path
              • 4.4.3.2.5.7.2 High Risk Path
              • 4.4.3.2.5.7.3 Value Added
              • 4.4.3.2.5.7.4 My Tasks
              • 4.4.3.2.5.7.5 Manual vs. Automated
              • 4.4.3.2.5.7.6 Highlight “Happy Path” Filter
          • 4.4.3.2.6 Map Graph Printing
            • 4.4.3.2.6.1 Manual Print
            • 4.4.3.2.6.2 Dynamic Print
          • 4.4.3.2.7 Toggle Between Map Views
        • 4.4.3.3 Impact Graph
        • 4.4.3.4 Hierarchy Graph
      • 4.4.4 Details
        • 4.4.4.1 Navigation
          • 4.4.4.1.1 Toolbar
            • 4.4.4.1.1.1 Value-Stream Navigation
            • 4.4.4.1.1.2 Hierarchy Navigation
            • 4.4.4.1.1.3 Print
            • 4.4.4.1.1.4 Subscribe
          • 4.4.4.1.2 Details Drilldown
        • 4.4.4.2 Attributes
          • 4.4.4.2.1 Description
          • 4.4.4.2.2 Goal
          • 4.4.4.2.3 Responsibilities Preview
          • 4.4.4.2.4 Association Sections
          • 4.4.4.2.5 Documents
          • 4.4.4.2.6 Master Data
          • 4.4.4.2.7 SIPOC
          • 4.4.4.2.8 Versioning
          • 4.4.4.2.9 Summary
            • 4.4.4.2.9.1 Responsibilities Summary
            • 4.4.4.2.9.2 Documents Summary
            • 4.4.4.2.9.3 Risks Summary
          • 4.4.4.2.10 Impacts
    • 4.5 Performance
      • 4.5.1 Module Overview
      • 4.5.2 List
        • 4.5.2.1 Sorting
        • 4.5.2.2 Filtering
          • 4.5.2.2.1 Add Filter
          • 4.5.2.2.2 Remove Filter
          • 4.5.2.2.3 Combine Filter
        • 4.5.2.3 Quick Graph View
      • 4.5.3 Graph
        • 4.5.3.1 Graph Navigation
          • 4.5.3.1.1 Navigating In Graphs
            • 4.5.3.1.1.2 Fit Screen
            • 4.5.3.1.1.3 Full Screen
            • 4.5.3.1.1.4 Zoom In
            • 4.5.3.1.1.5 Zoom Out
            • 4.5.3.1.1.6 Settings
            • 4.5.3.1.1.7 Subscribe
        • 4.5.3.2 Impact Graph
        • 4.5.3.3 Hierarchy Graph
        • 4.5.3.4 Overview Graph
          • 4.5.3.4.1 Inputting Performance
      • 4.5.4 Details
        • 4.5.4.1 Toolbar
          • 4.5.4.1.1 Print
          • 4.5.4.1.4 Subscribe
        • 4.5.4.2 Attributes
          • 4.5.4.2.1 Description
          • 4.5.4.2.2 Responsibilities
          • 4.5.4.2.3 Association Sections
          • 4.5.4.2.4 Documents
          • 4.5.4.2.5 Versioning
          • 4.5.4.2.6 Impacts
    • 4.6 Organization
      • 4.6.1 Module Overview
      • 4.6.2 List
        • 4.6.2.1 Sorting
        • 4.6.2.2 Filtering
          • 4.6.2.2.1 Add Filter
          • 4.6.2.2.2 Remove Filter
          • 4.6.2.2.3 Combine Filter
        • 4.6.2.3 Quick Graph View
      • 4.6.3 Graph
        • 4.6.3.1 Graph Navigation
          • 4.6.3.1.1 Navigating In Graphs
            • 4.6.3.1.1.2 Fit Screen
            • 4.6.3.1.1.3 Full Screen
            • 4.6.3.1.1.4 Zoom In
            • 4.6.3.1.1.5 Zoom Out
            • 4.6.3.1.1.5 Print
            • 4.6.3.1.1.7 Settings
            • 4.6.3.1.1.8 Subscribe
        • 4.6.3.2 Impact Graph
        • 4.6.3.3 Hierarchy Graph
      • 4.6.4 Details
        • 4.6.4.1 Navigation
          • 4.6.4.1.1 Toolbar
            • 4.6.4.1.1.1 Print
            • 4.6.4.1.1.4 Subscribe
        • 4.6.4.2 Attributes
          • 4.6.4.2.1 Description
          • 4.6.4.2.2 Organization Sub Units
          • 4.6.4.2.3 Directors
          • 4.6.4.2.4 Documents
          • 4.6.4.2.5 Versioning
          • 4.6.4.2.6 Impacts
    • 4.7 Documents
      • 4.7.1 Module Overview
      • 4.7.2 List
        • 4.7.2.1 Sorting
        • 4.7.2.2 Filtering
          • 4.7.2.2.1 Add Filter
          • 4.7.2.2.2 Remove Filter
          • 4.7.2.2.3 Combine Filter
        • 4.7.2.3 Quick Graph View
      • 4.7.3 Graph
        • 4.7.3.1 Graph Navigation
          • 4.7.3.1.1 Navigating In Graphs
            • 4.7.3.1.1.2 Fit Screen
            • 4.7.3.1.1.3 Full Screen
            • 4.7.3.1.1.4 Zoom In
            • 4.7.3.1.1.5 Zoom Out
            • 4.7.3.1.1.5 Print
            • 4.7.3.1.1.6 Options
            • 4.7.3.1.1.8 Subscribe
        • 4.7.3.2 Impact Graph
        • 4.7.3.3 Hierarchy Graph
      • 4.7.4 Details
        • 4.7.4.1 Navigation
          • 4.7.4.1.1 Toolbar
            • 4.7.4.1.1.1 Download
            • 4.7.4.1.1.2 Preview
            • 4.7.4.1.1.1 Print
            • 4.7.4.1.1.4 Subscribe
        • 4.7.4.2 Attributes
          • 4.7.4.2.1 Description
          • 4.7.4.2.2 File Details
          • 4.7.4.2.3 Responsibilities
          • 4.7.4.2.5 Documents
          • 4.7.4.2.6 Versioning
          • 4.7.4.2.7 Impacts
    • 4.8 Risk
      • 4.8.1 Module Overview
      • 4.8.2 List
        • 4.8.2.1 Sorting
        • 4.8.2.2 Filtering
          • 4.8.2.2.1 Add Filter
          • 4.8.2.2.2 Remove Filter
          • 4.8.2.2.3 Combine Filter
        • 4.8.2.3 Quick Graph View
      • 4.8.3 Graph
        • 4.8.3.1 Graph Navigation
          • 4.8.3.1.1 Navigation In Graphs
            • 4.8.3.1.1.1 Fit Screen
            • 4.8.3.1.1.2 Full Screen
            • 4.8.3.1.1.3 Zoom in
            • 4.8.3.1.1.4 Zoom Out
            • 4.8.3.1.1.5 Subscribe
            • 4.8.3.1.1.6 Favorite
            • 4.8.3.1.1.7 Share
            • 4.8.3.1.1.8 Settings
        • 4.8.3.2 Impact Graph
        • 4.8.3.3 Hierarchy Graph
        • 4.8.3.4 Risk Profile Graph
      • 4.8.4 Details
        • 4.8.4.1 Navigation
          • 4.8.4.1.1 Toolbar
            • 4.8.4.1.1.1 Risk Object Book
            • 4.8.4.1.1.2 Subscribe
            • 4.8.4.1.1.3 Print
            • 4.8.4.1.1.4 Favorite
            • 4.8.4.1.1.5 Share
        • 4.8.4.2 Attributes
          • 4.8.4.2.1 Description
          • 4.8.4.2.2 Risk Matrix Type
          • 4.8.4.2.3 Risk Profile
            • 4.8.4.2.3.1 Cause and Effect
            • 4.8.4.2.3.2 Detectability
          • 4.8.4.2.4 Controls
          • 4.8.4.2.5 Micro Risks
          • 4.8.4.2.6 Documents
          • 4.8.4.2.7 Responsibilities
          • 4.8.4.2.8 Properties
          • 4.8.4.2.8 Impacts
    • 4.9 Control
      • 4.9.1 Module Overview
      • 4.9.2 List
        • 4.9.2.1 Sorting
        • 4.9.2.2 Filtering
          • 4.9.2.2.1 Add Filter
          • 4.9.2.2.2 Remove Filter
          • 4.9.2.2.3 Combine Filter
        • 4.9.2.3 Quick Graph View
      • 4.9.3 Graph
        • 4.9.3.1 Graph Navigation
          • 4.9.3.1.1 Navigation in Graphs
            • 4.9.3.1.1.2 Fit Screen
            • 4.9.3.1.1.3 Full Screen
            • 4.9.3.1.1.4 Zoom in
            • 4.9.3.1.1.5 Zoom Out
            • 4.9.3.1.1.6 Share
            • 4.9.3.1.1.7 Settings
            • 4.9.3.1.1.8 Subscribe
        • 4.9.3.2 Impact Graph
        • 4.9.3.3 Hierarchy Graph
      • 4.9.4 Details
        • 4.9.4.1 Navigation
          • 4.9.4.1.1 Toolbar
            • 4.9.4.1.1.1 Print
            • 4.9.4.1.1.2 Favorite
            • 4.9.4.1.1.3 Share
            • 4.9.4.1.1.4 Subscribe
        • 4.9.4.2 Attributes
          • 4.9.4.2.1 Description
          • 4.9.4.2.2 Documents
          • 4.9.4.2.3 Risks
          • 4.9.4.2.4 Advanced
          • 4.9.4.2.5 IT
          • 4.9.4.2.6 Financial
          • 4.9.4.2.7 Responsibilities
          • 4.9.4.2.8 Properties
          • 4.9.4.2.9 Impacts
    • 4.10 Rule
      • 4.10.1 Module Overview
      • 4.10.2 List
        • 4.10.2.1 Sorting
        • 4.10.2.2 Filtering
          • 4.10.2.2.1 Add Filter
          • 4.10.2.2.2 Remove Filter
          • 4.10.2.2.3 Combine Filter
        • 4.10.2.3 Quick Graph View
      • 4.10.3 Graph
        • 4.10.3.1 Graph Navigation
          • 4.10.3.1.1 Navigation In Graphs
            • 4.10.3.1.1.1 Fit Screen
            • 4.10.3.1.1.2 Full Screen
            • 4.10.3.1.1.3 Zoom in
            • 4.10.3.1.1.4 Zoom Out
            • 4.10.3.1.1.5 Print
            • 4.10.3.1.1.6 Settings
            • 4.10.3.1.1.7 Subscribe
        • 4.10.3.2 Impact Graph
        • 4.10.3.3 Hierarchy Graph
      • 4.10.4 Details
        • 4.10.4.1 Navigation
          • 4.10.4.1.1 Toolbar
            • 4.10.4.1.1.1 Print
            • 4.10.4.1.1.4 Subscribe
        • 4.10.4.2 Attributes
          • 4.10.4.2.1 Description
          • 4.10.4.2.2 Advanced
          • 4.10.4.2.3 Responsibilities
          • 4.10.4.2.4 Risks
          • 4.10.4.2.5 Rules
          • 4.10.4.2.6 Documents
          • 4.10.4.2.7 Properties
          • 4.10.4.2.8 Impacts
    • 4.11 Master Data
      • 4.11.1 Module Overview
      • 4.11.2 List
        • 4.11.2.1 Sorting
        • 4.11.2.2 Filtering
          • 4.11.2.2.1 Add Filter
          • 4.11.2.2.2 Remove Filter
          • 4.11.2.2.3 Combine Filter
        • 4.11.2.3 Quick Graph View
      • 4.11.3 Graph
        • 4.11.3.1 Graph Navigation
          • 4.11.3.1.1 Navigation In Graphs
            • 4.11.3.1.1.1 Fit Screen
            • 4.11.3.1.1.2 Full Screen
            • 4.11.3.1.1.3 Zoom in
            • 4.11.3.1.1.4 Zoom Out
            • 4.11.3.1.1.5 Print
            • 4.11.3.1.1.6 Settings
            • 4.11.3.1.1.7 Subscribe
        • 4.11.3.2 Impact Graph
        • 4.11.3.3 Hierarchy Graph
        • 4.11.3.4 Data Diagram
      • 4.11.4 Details
        • 4.11.4.1 Navigation
          • 4.11.4.1.1 Toolbar
            • 4.11.4.1.1.1 Print
            • 4.11.4.1.1.4 Subscribe
        • 4.11.4.2 Attributes
          • 4.11.4.2.1 Description
          • 4.11.4.2.2 Responsibilities
          • 4.11.4.2.3 Permission
          • 4.11.4.2.4 Documents
          • 4.11.4.2.5 Associations
          • 4.11.4.2.6 Properties
          • 4.11.4.2.7 Impacts
    • 4.12 Collaboration
      • 4.12.1 Navigation
        • 4.12.1.1 Collaboration Module
          • 4.12.1.1.1 Sorting
          • 4.12.1.1.2 Filtering
            • 4.12.1.1.2.1 Add filter
            • 4.12.1.1.2.2 Remove Filter
            • 4.12.1.1.2.3 Combine Filter
        • 4.12.1.2 Collaboration on Object Pages
      • 4.12.2 Using Collaboration Features
        • 4.12.2.1 Initiating Collaboration
        • 4.12.2.2 Participating in Collaboration
          • 4.12.2.2.1 Reply
          • 4.12.2.2.2 Share
          • 4.12.2.2.3 Vote
          • 4.12.2.2.4 Close Topic
        • 4.12.2.3 Monitoring Collaboration
        • 4.12.2.4 Notification and Confirmation
        • 4.12.2.5 Collaborating using Microsoft Teams
      • 4.12.3 Discussion
      • 4.12.4 Question
      • 4.12.5 Incident
      • 4.12.6 Improvement Request
        • 4.12.6.1 Approve Improvement Request
        • 4.12.6.2 Assign IR Implementer
          • 4.12.6.2.1 Delegating Collaboration Request
        • 4.12.6.3 Close Improvement Request
        • 4.12.6.4 New Revision Update to Review
    • 4.13 Governance
      • 4.13.1 Overview
      • 4.13.2 Maturity
      • 4.13.3 Analysis
        • 4.13.3.1 Process Analysis Workbooks
    • 4.14 Apps Menu
    • 4.15 Glossary
      • 4.15.1 Overview
      • 4.15.2 List
        • 4.15.2.1 Sorting
          • 4.15.2.2 Filtering
            • 4.15.2.2.1 How to Add Filter
            • 4.15.2.2.2 How to Remove Filter
            • 4.15.2.2.3 How to Combine Filter
      • 4.15.3 Details
        • 4.15.3.1 Navigation
          • 4.15.3.2 Toolbar
            • 4.15.3.2.1 Print
            • 4.15.3.2.2 Subscribe
            • 4.15.3.2.3 Share
            • 4.15.3.2.4 Favorite
      • 4.15.4 Attributes
        • 4.15.4.1 Description
          • 4.15.4.1.1 Link-to-Object
      • 4.15.5 Graph
        • 4.15.5.1 Graph Navigation
        • 4.15.5.2 Impact Graph
    • 4.16 To Do
      • 4.16.1 Module Overview
      • 4.16.2 List
        • 4.16.2.1 Sorting
        • 4.16.2.2 Filtering – To do Module
          • 4.16.2.2.1 Add Filter
          • 4.16.2.2.2 Remove Filter
          • 4.16.2.2.3 Combine Filter
    • 4.17 Capability
      • 4.17.1 Module Overview
      • 4.17.2 List
        • 4.17.2.1 Sorting
        • 4.17.2.2 Filtering
          • 4.17.2.2.1 Add Filter
          • 4.17.2.2.2 Remove Filter
          • 4.17.2.2.3 Combine Filter
        • 4.17.2.3 Quick Graph View
      • 4.17.3 Graph
        • 4.17.3.1 Graph Navigation
        • 4.17.3.2 Impact Graph
        • 4.17.3.3 Hierarchy Graph
      • 4.17.4 Details
        • 4.17.4.1 Toolbar
          • 4.17.4.1.1 Print
          • 4.17.4.1.2 Favorite
          • 4.17.4.1.3 Share
          • 4.17.4.1.4 Subscribe
        • 4.17.4.2 Attributes
          • 4.17.4.2.1 Processes
          • 4.17.4.2.2 Responsibilities
          • 4.17.4.2.3 Documents
          • 4.17.4.2.4 Rules, Regulations & Policies
          • 4.17.4.2.5 Risks & Controls
          • 4.17.4.2.6 Strategy & Performance
          • 4.17.4.2.7 Custom Attributes
          • 4.17.4.2.8 Analysis
          • 4.17.4.2.9 Versioning
          • 4.17.4.2.10 Impact
      • 4.17.5 Search Capabilities
  • 5.0 Search
    • 5.1 Advanced Search
  • 6.0 Notifications
    • 6.1 Notification Organization
    • 6.2 Enable/Disable Browser Notifications
      • 6.2.1 Chrome Notifications
      • 6.2.2 Firefox Notifications
    • 6.3 Reminders
  • 7.0 Object Governance and Training Assignments
    • 7.1 Approval Cycle
      • 7.1.1 Notification Emails
      • 7.1.2 Show Changes
        • 7.1.2.1 Show Changes Since My Last Approval
      • 7.1.3 Cognito and Multi-Factor Authentication (MFA)
      • 7.1.4 Approval History
      • 7.1.5 Delegating Approval
      • 7.1.6 Signature Compliance
        • 7.1.6.1 Enabling Signature Requirement
        • 7.1.6.2 Signature Authentication
        • 7.1.6.3 Downloading & Previewing Published Approved Document
        • 7.1.6.4 Procedure to Trust Interfacing’s Digital Certificates
      • 7.1.7 Mass Approval
      • 7.1.8 Add Attachment
      • 7.1.9 Previewing Documents
      • 7.1.10 Add Default Approval Template to Modules
      • 7.1.11 Approval Cycle History Per Version
      • 7.1.12 One Resource of a Role Approves
    • 7.2 Confirmation
      • 7.2.1 Mass Confirmation
    • 7.3 Endorsement Cycle
      • 7.3.1 Sending Endorsement
        • 7.2.1 New Version Confirmation
      • 7.3.2 Participating in An Endorsement Cycle
      • 7.3.3 Notifications Emails
      • 7.3.4 Show Changes
        • 7.3.4.1 Show Changes Since Last Review
      • 7.3.5 Delegating Endorsement
      • 7.3.6 Endorsement History
      • 7.3.7 Mass Endorsement
      • 7.3.8 Add Attachment
      • 7.3.9 Endorsement Cycles History Per Version
      • 7.3.10 One Resource of a Role Endorses
    • 7.4 Training
    • 7.5 Review Cycle
  • 8.0 My Profile
    • 8.1 General
      • 8.1.1 User Profile Picture
        • 8.1.1.1 Add User Profile Picture
        • 8.1.1.2 Edit User Profile Picture
        • 8.1.1.3 Remove User Profile Picture
    • 8.2 Preferences
      • 8.2.1 Environment
      • 8.2.2 Displayed Content
    • 8.3 Language
    • 8.4 Theme Color Setting
    • 8.5 Authorizations
    • 8.6 Default Font Color
    • 8.7 Signature
      • 8.7.1 Add Signature
      • 8.7.2 Remove Signature
  • 9.0 Environment Admin
    • 9.1 Environment Settings
      • 9.1.1 General
        • 9.1.1.1 Theme Color
        • 9.1.1.2 Default Font Color (Environment)
        • 9.1.1.3 Locked Objects – Unlock
        • 9.1.1.4 Comment Settings
        • 9.1.1.5 Document PDF Preview
      • 9.1.2 Search Index
      • 9.1.3 Language
      • 9.1.4 Archive
        • 9.1.4.1 Restore Deleted Objects
          • 9.1.4.1.1 Restore to New Parents
        • 9.1.4.2 Purge Expired Objects
      • 9.1.5 Google Analytics
        • 9.1.5.1 Setting Up Google Analytics
      • 9.1.6 Module Security
      • 9.1.7 Process display preference
      • 9.1.8 Environment Attributes
        • 9.1.8.1 Add Environment Attribute
        • 9.1.8.2 Edit Environment Attribute
        • 9.1.8.3 Delete Environment Attributes
        • 9.1.8.4 Search Environment Attributes
    • 9.2 Environment Defaults
      • 9.2.1 Home Page Widgets
      • 9.2.2 Process Map Graph Options
      • 9.2.3 Impact Graph Options
      • 9.2.4 List View Column Configuration
  • 10.0 System Admin
    • 10.1 General
      • 10.1.1 Theme Settings
      • 10.1.3 Manage EPC Sessions
        • 10.1.3.1 Sorting
        • 10.1.3.2 Filtering
          • 10.1.3.2.1 Add Filter
          • 10.1.3.2.2 Remove Filter
          • 10.1.3.2.3 Combine Filter
        • 10.1.3.3 Closing
      • 10.1.4 Default Environment
      • 10.1.5 Default Font Color (System)
    • 10.2 Environment
      • 10.2.1 Add Environment
      • 10.2.2 Edit Existing Environment
      • 10.2.3 Delete Environment
      • 10.2.4 Add Group to Environment
      • 10.2.5 Add User to Environment
      • 10.2.6 Set Environment Security
      • 10.2.7 Sort Environment Table
      • 10.2.8 Filter Environment Table
        • 10.2.8.1 Add Filter
        • 10.2.8.2 Remove Filter
      • 10.2.9 Environment Purge
    • 10.3 Users
      • 10.3.1 Add User
        • 10.3.1.2 Add Cognito User
      • 10.3.2 Edit Existing User
      • 10.3.3 Delete User
      • 10.3.4 Add User to Group
      • 10.3.5 Add User to Environment
      • 10.3.6 Set User Security
      • 10.3.7 Sort User Table
      • 10.3.8 Filter User Table
        • 10.3.8.1 Add Filter
        • 10.3.8.2 Remove Filter
        • 10.3.8.3 Combine Filter
      • 10.3.9 Synchronize with Active Directory
      • 10.3.10 User Authorizations
    • 10.4 Groups
      • 10.4.1 Add Group
      • 10.4.2 Edit Existing Group
      • 10.4.3 Delete Group
      • 10.4.4 Add User to Group
      • 10.4.5 Add Environment to Group
      • 10.4.6 Set Group Security
      • 10.4.7 Sort Group Table
      • 10.4.8 Filter Group Table
        • 10.4.8.1 Add Filter
        • 10.4.8.2 Remove Filter
        • 10.4.8.3 Combine Filter
    • 10.5 Search
    • 10.6 Localization
      • 10.6.1 Manage Languages
      • 10.6.2 Apply New Languages
        • 10.6.2.1 Understanding Content Languages
        • 10.6.2.2 Add New Languages
        • 10.6.2.3 Remove Languages
        • 10.6.2.4 Reorder Languages
      • 10.6.3 Localization Values
    • 10.7 Risk
      • 10.7.1 Edit Risk Language
      • 10.7.2 Selecting Risk Matrix Types
      • 10.7.3 Risk Priority Settings
        • 10.7.3.1 Edit Risk Priority Settings
          • 10.7.3.1.1 Edit Priority Name
          • 10.7.3.1.2 Edit Priority Description
          • 10.7.3.1.3 Edit Risk Priority Color
          • 10.7.3.1.4 Edit Risk Priority Language
      • 10.7.4 Risk Matrix Settings
        • 10.7.4.1 Edit Risk Matrix
          • 10.7.4.1.1 Edit Risk Likelihood
            • 10.7.4.1.1.1 Edit Risk Likelihood Name
            • 10.7.4.1.1.2 Edit Risk Likelihood Description
          • 10.7.4.1.2 Edit Risk Impact
            • 10.7.4.1.2.1 Edit Risk Impact Name
            • 10.7.4.1.2.2 Edit Risk Impact Description
          • 10.7.4.1.3 Edit Risk Profile
            • 10.7.4.1.3.1 Edit Risk Profile Priority
            • 10.7.4.1.3.2 Edit Risk Profile Score
        • 10.7.4.2 Edit Risk Matrix Language
          • 10.7.4.2.1 Edit Risk Likelihood Language
          • 10.7.4.2.2 Edit Risk Impact Language
          • 10.7.4.2.3 Edit Risk Profile Language
    • 10.8 Attributes
      • 10.8.1 Content Language
      • 10.8.2 Object Types
        • 10.8.2.1 Add Object Type
        • 10.8.2.2 Edit Object Type
        • 10.8.2.3 Delete Object Type
        • 10.8.2.4 Search for Object Types
      • 10.8.3 Categories
        • 10.8.3.1 Add Category
        • 10.8.3.2 Edit Category
        • 10.8.3.3 Delete Category
        • 10.8.3.4 Search for Categories
      • 10.8.4 System Attributes
        • 10.8.4.1 Add System Attribute
        • 10.8.4.2 Edit Attribute
        • 10.8.4.3 Delete Attribute
        • 10.8.4.4 Search for Attributes
      • 10.8.5 Assignment Type
      • 10.8.6 Risk Matrix Types
    • 10.9 Advanced
      • 10.9.1 Edit Settings
        • 10.9.1.1 Edit EPC Menu
          • 10.9.1.1.1 Add New Home Pages
          • 10.9.1.1.2 Add App Links
        • 10.9.1.2 Enable Flowchart Mapping
        • 10.9.1.3 Data Association Harmonization
        • 10.9.1.4 Enable Cognito
        • 10.9.1.5 Session Timeout Settings
        • 10.9.1.6 Hide Users Personal Identifiable Information
    • 10.10 Home Page Widgets
    • 10.11 Graph – Adding Custom Flow Object
    • 10.12 Mobile App
  • 11.0 Icons and Glossary
    • 11.1 Icons
      • 11.1.1 Navigation Icons
      • 11.1.2 In-Graph Icons
      • 11.1.3 Toolbar Icons
    • 11.2 Glossary (Key Terms)
  • 12.0 Editing on the Web App
    • 12.1 General Edit
      • 12.1.1 WebApp Editing Rules
        • 12.1.1.1 Who Can Edit on the WebApp?
        • 12.1.1.2 Web Edit Vs. Modeler
        • 12.1.1.3 Editing Language
        • 12.1.1.4 Edit Lock
          • 12.1.1.4.1 Lock – Process Editing
      • 12.1.2 Create
        • 12.1.2.1 Create Sets
        • 12.1.2.2 Create Folders
          • 12.1.2.2.1 Create Folders – New Button
          • 12.1.2.2.2 Create Folders – Object Details Tab
        • 12.1.2.3 Create Objects
          • 12.1.2.3.1 Create Objects – New Button
          • 12.1.2.3.2 Create Objects – Object Details Tab
      • 12.1.3 Edit Toolbar
        • 12.1.3.1 Print
        • 12.1.3.2 Subscribe
        • 12.1.3.3 New
        • 12.1.3.4 Edit
        • 12.1.3.5 Approval
        • 12.1.3.6 Security
        • 12.1.3.7 Merge
        • 12.1.3.8 Move
        • 12.1.3.9 Delete
        • 12.1.3.10 Publish
        • 12.1.3.11 Displayed Content
        • 12.1.3.12 Tools
          • 12.1.3.12.1 Audit Trail
          • 12.1.3.12.2 Analysis Report
          • 12.1.3.12.3 Compare Versions
          • 12.1.3.12.4 Localization
            • 12.1.3.12.4.1 Synchronization of Changes from Global to Local
              • 12.1.3.12.4.1.1 Enabling the Synchronization
              • 12.1.3.12.4.1.2 Selection of Synched Objects
              • 12.1.3.12.4.1.3 Editing the Synchronization Details
          • 12.1.3.12.5 References
          • 12.1.3.12.6 Unpublish
          • 12.1.3.12.7 Show Changes
          • 12.1.3.12.8 Simulation
            • 12.1.3.12.8.1 Simulation Parameters
            • 12.1.3.12.8.2 Simulation Results
        • 12.1.3.13 Object Book Generation
          • 12.1.3.13.1 Differentiation Between Generate Book vs Generate from Template
        • 12.1.3.14 Copy (and Paste) Existing Objects
        • 12.1.3.15 Browse & Revert Versions
        • 12.1.3.16 Edit with Microsoft 365
      • 12.1.4 Import/Export Content
        • 12.1.4.1 Import/Export EPC Content
          • 12.1.4.1.1 Import EPC Content
          • 12.1.4.1.2 Export EPC Content
            • 12.1.4.1.2.1 Export EPC Environment
            • 12.1.4.1.2.2 Export EPC Objects
          • 12.1.4.1.3 Multi-Language Support in EPC
        • 12.1.4.2 Import/Export Visio Content
          • 12.1.4.2.1 Import Visio Content
            • 12.1.4.2.1.1 Import from Visio Rules
          • 12.1.4.2.2 Export Visio Content
        • 12.1.4.3 Import/Export BPMN Content
          • 12.1.4.3.1 Import BPMN Content
          • 12.1.4.3.2 Export BPMN Content
        • 12.1.4.4 Import Master Data Content
          • 12.1.4.4.1 CSV File Format
          • 12.1.4.4.2 Using SQL Server Management Studio
          • 12.1.4.4.3 Using DBVisualizer
        • 12.1.4.5 Import/Export Excel Content
          • 12.1.4.5.1 Import Excel Content
            • 12.1.4.5.1.1 Import Excel – Overwrite
            • 12.1.4.5.1.2 Troubleshooting an Excel Import
            • 12.1.4.5.1.3 Excel Spreadsheet Format
              • 12.1.4.5.1.3.1 Object Details – Document
              • 12.1.4.5.1.3.2 Object Details – Control
              • 12.1.4.5.1.3.3 Object Details – Process
              • 12.1.4.5.1.3.4 Object Details – Flow Object
              • 12.1.4.5.1.3.5 Object Details – Risks
          • 12.1.4.5.2 Export Excel Content
        • 12.1.4.6 Import Data Mining XML Content
      • 12.1.5 Associations
        • 12.1.5.1 Assign Responsibilities (RASCI-VS)
        • 12.1.5.2 Associate Documents
        • 12.1.5.3 Associate Performance
        • 12.1.5.4 Associate Business Rules
        • 12.1.5.5 Associate Risks
          • 12.1.5.5.1 Associate Risks to Processes
            • 12.1.5.5.1.1 Override Residual Risk Scores (on Processes)
            • 12.1.5.5.1.2 Exclude Controls (on Processes)
        • 12.1.5.6 Associate Controls
        • 12.1.5.7 Assign Parent
        • 12.1.5.8 Associate Master Data Objects
      • 12.1.6 Properties
        • 12.1.6.1 Object Type
        • 12.1.6.2 Object Categories
        • 12.1.6.3 Object Attributes
        • 12.1.6.4 Data Harmonization
          • 12.1.6.4.1 Out of Sync
          • 12.1.6.4.2 List of Changes
            • 12.1.6.4.2.1 Synchronize
            • 12.1.6.4.2.2 Create Improvement Request
        • 12.1.6.5 Object Requirements and Acceptance Tests (UAT)
        • 12.1.6.6 Object Purge Period
      • 12.1.7 Content Translation
      • 12.1.8 Tree Selector (Editing)
        • 12.1.8.1 Tree selector (Tree Editing) – Create objects
        • 12.1.8.2 Tree selector (Tree Editing) – Edit Objects
        • 12.1.8.3 Tree selector (Tree Editing) – Delete objects
      • 12.1.9 List View
        • 12.1.9.1 Adding Columns
        • 12.1.9.2 Removing Columns
        • 12.1.9.3 Ordering Columns
        • 12.1.9.4 Saving Columns
          • 12.1.9.4.1 Saving Columns As Environment Default
        • 12.1.9.5 Reset Columns to Default
        • 12.1.9.6 Filtering Columns
        • 12.1.9.7 Export to Excel (Current Fields)
        • 12.1.9.8 Mass Editing
          • 12.1.9.8.1 Mass Publish
          • 12.1.9.8.2 Mass Edit Responsibility
          • 12.1.9.8.3 Mass Subscribe/Unsubscribe
          • 12.1.9.8.4 Mass Collaboration
          • 12.1.9.8.5 Mass Delete
          • 12.1.9.8.6 Mass Favorite/Unfavorite
          • 12.1.9.8.7 Mass Move
          • 12.1.9.8.8 Mass Custom Attributes
          • 12.1.9.8.9 Mass Edit
            • 12.1.9.9.1 Control
            • 12.1.9.9.2 Rule
            • 12.1.9.9.3 Document
            • 12.1.9.9.4 Risk
            • 12.1.9.9.5 Master Data
            • 12.1.9.9.6 Performance
            • 12.1.9.9.7 Categories
            • 12.1.9.9.8 Properties
            • 12.1.9.9.9 Capability
          • 12.1.9.8.10 Mass Document Download
            • 12.1.9.8.10.1 Mass Document Download as a ZIP File with Structure
          • 12.1.9.8.11 Mass Approval Configuration
          • 12.1.9.8.12 Mass Endorsement Configuration
      • 12.1.10 Object Description in General Details
        • 12.1.10.1 Rich Text Editor
        • 12.1.10.2 Link-to-Object
          • 12.1.10.2.1 Link-to-Object Document
      • 12.1.11 Right Click Actions
        • 12.1.11.1 Right Click Actions – Create Objects
        • 12.1.11.2 Right Click Actions – Move Objects
        • 12.1.11.3 Right Click Actions – Copy Objects
        • 12.1.11.4 Right Click Actions – Delete Objects
        • 12.1.11.5 Right Click Actions – Edit Objects
        • 12.1.11.6 Right Click Actions – Security
    • 12.2 Process Edit
      • 12.2.1 Create Process Objects
        • 12.2.1.1 Create a Process Set
        • 12.2.1.2 Create a Process – New Button
        • 12.2.1.3 Create a Process – Tree
        • 12.2.1.4 Create a Process – Details Tab
        • 12.2.1.5 Create a Process – Flow Objects Tab
      • 12.2.2 Edit Process Graph
        • 12.2.2.1 Graph Edit Mode
          • 12.2.2.1.1 Edit Button for Graph
          • 12.2.2.1.2 Graph Toolbar
            • 12.2.2.1.2.1 Cut
            • 12.2.2.1.2.2 Copy
            • 12.2.2.1.2.3 Paste
            • 12.2.2.1.2.4 Delete
            • 12.2.2.1.2.5 Fit Screen
            • 12.2.2.1.2.6 Zoom In
            • 12.2.2.1.2.7 Zoom Out
            • 12.2.2.1.2.8 Auto Layout
            • 12.2.2.1.2.9 Save
            • 12.2.2.1.2.10 Save & Close
            • 12.2.2.1.2.11 Discard Changes
            • 12.2.2.1.2.12 Last Save
            • 12.2.2.1.2.13 Undo
            • 12.2.2.1.2.14 Redo
            • 12.2.2.1.2.16 Set Colors
            • 12.2.2.1.2.17 Map Page-Break Canvas
            • 12.2.2.1.2.18 Validate (Process Validation & Translation)
        • 12.2.2.2 Map a Process
          • 12.2.2.2.1 Add Shapes
            • 12.2.2.2.1.1 Quick Shape Mapping
          • 12.2.2.2.2 Edit Shapes Name
          • 12.2.2.2.3 Connect Shapes
          • 12.2.2.2.4 Resize Shapes
          • 12.2.2.2.5 Multi-Select Shapes
          • 12.2.2.2.6 Move Shapes
          • 12.2.2.2.7 Move a Process Map
          • 12.2.2.2.8 Reroute a Flow
            • 12.2.2.2.8.1 Manually Re-Route Process Flows
            • 12.2.2.2.8.2 Auto-Layout Process and Flows
            • 12.2.2.2.8.3 Auto Re-Route Feature
          • 12.2.2.2.9 Delete Shapes and Flows
          • 12.2.2.2.10 Associate Objects to Shapes
            • 12.2.2.2.10.1 Associate Documents to Artifacts
            • 12.2.2.2.10.2 Associate Assets to Data Stores
          • 12.2.2.2.11 Add Node Colors
          • 12.2.2.2.12 Mapping with Flowchart Shapes
          • 12.2.2.2.13 Assign Existing Object (Shortcut)
            • 12.2.2.2.13.1 Assign Existing Process (Process Shortcut)
            • 12.2.2.2.13.2 Assign Existing Task (Task Shortcut)
          • 12.2.2.2.14 Saving Annotation Locations
        • 12.2.2.3 Annotations
        • 12.2.2.4 Boundary Events
          • 12.2.2.4.1 Add Boundary Events
          • 12.2.2.4.2 Edit boundary events
          • 12.2.2.4.3 Remove Boundary Events
        • 12.2.2.5 BPMN Properties
          • 12.2.2.5.1 Sub-Process
          • 12.2.2.5.2 Task
          • 12.2.2.5.3 Gateway
          • 12.2.2.5.4 Event
          • 12.2.2.5.5 Transition
        • 12.2.2.6 IPLs
        • 12.2.2.7 Edit Details
          • 12.2.2.7.1 Edit Shape Details
          • 12.2.2.7.2 Edit Process Details
        • 12.2.2.8 Inputs and Outputs
          • 12.2.2.8.1 Unclassified Inputs and Outputs in the Tree Selector
          • 12.2.2.8.2 Create Inputs and Ouputs in the Tree Selector
          • 12.2.2.8.3 Delete Inputs and Outputs in the Tree Selector
          • 12.2.2.8.4 Merge Inputs and Outputs in the Tree Selector
          • 12.2.2.8.5 Tree selector – Plus “+” button
        • 12.2.2.9 Edit Responsibilities From Graph Edit
        • 12.2.2.10 Auto-Sequence
        • 12.2.2.11 Swimlane
          • 12.2.2.11.1 Display
          • 12.2.2.11.2 New lane added automatically
          • 12.2.2.11.3 Rules of the RASCI “R”
          • 12.2.2.11.4 Assets & Artifacts Independent of RASCI-VS
        • 12.2.2.12 Edit Analysis From Graph Edit
      • 12.2.3 Edit Process Objects
        • 12.2.3.1 Edit Process General Details
          • 12.2.3.1.1 Overriding Gross Risk
        • 12.2.3.2 Edit Process Objects Properties Details
        • 12.2.3.3 Edit Process Flow Objects Details
          • 12.2.3.3.1 Edit Flow Object General Details
          • 12.2.3.3.2 Edit Flow Objects Properties Detail
      • 12.2.4 Delete Process Objects
      • 12.2.5 Publish Process Objects
      • 12.2.6 Process Approval Cycle
      • 12.2.7 Process Security
      • 12.2.8 Move Process Objects
      • 12.2.9 Generating a Process Book
      • 12.2.10 Process Object Endorsement Cycle
    • 12.3 Performance Edit
      • 12.3.1 Create Performance Objects
        • 12.3.1.1 Create a Performance Set
        • 12.3.1.2 Create an Objective
        • 12.3.1.3 Create an Indicator
      • 12.3.2 Edit Performance Objects
        • 12.3.2.1 Edit Objective General Details
        • 12.3.2.2 Edit Performance Indicator General Details
        • 12.3.2.3 Edit Performance Objects Properties Details
        • 12.3.2.4 Add / Edit Measures Values from an Indicator Details Page
      • 12.3.3 Delete Performance Objects
      • 12.3.4 Publish Performance Objects
      • 12.3.5 Performance Objects Approval Cycle
      • 12.3.6 Performance Objects Security
      • 12.3.7 Move Performance Objects
      • 12.3.8 Merge Performance Objects
      • 12.3.9 Generate Performance Books
      • 12.3.10 Performance Object Endorsement Cycle
    • 12.4 Organization Edit
      • 12.4.1 Create Organization Objects
        • 12.4.1.1 Create an Organization Unit Set
        • 12.4.1.2 Create an Organization Unit
        • 12.4.1.4 Create a Role
        • 12.4.1.5 Create an Asset
        • 12.4.1.8 Import Users as Resources
      • 12.4.2 Edit Organization Objects
        • 12.4.2.1 Edit Organization Unit General Details
        • 12.4.2.2 Edit Role General Details
        • 12.4.2.3 Edit Asset General Details
        • 12.4.2.4 Edit Resource General Details
        • 12.4.2.5 Edit Organization Objects Properties Details
        • 12.4.2.6 Edit Asset Properties Detail
      • 12.4.3 Delete Organization Objects
      • 12.4.4 Publish Organization Objects
      • 12.4.5 Organization Objects Approval Cycle
      • 12.4.6 Organization Objects Security
      • 12.4.7 Move Organization Objects
      • 12.4.8 Merge Organizational Objects
      • 12.4.9 Generate Organization Books
      • 12.4.10 Organization Object Endorsement Cycle
    • 12.5 Documents Edit
      • 12.5.1 Create Document Objects
        • 12.5.1.1 Create a Document Set
        • 12.5.1.2 Create a Document Folder
          • 12.5.1.2.1 Uploading Multiple Document Folders (Mass Upload)
        • 12.5.1.3 Create a Document
          • 12.5.1.3.1 Uploading Multiple Documents (Mass Upload)
          • 12.5.1.3.2 Compatible Document Types
          • 12.5.1.3.3 Generated from Template
        • 12.5.1.4 Creating a Template
          • 12.5.1.4.1 Template Syntax
          • 12.5.1.4.2 EPC Tag Structure
          • 12.5.1.4.3 Cover Pages
          • 12.5.1.4.4 Custom Document Tags
            • 12.5.1.4.4.1 General Object Tags
            • 12.5.1.4.4.2 Process Book Tags
            • 12.5.1.4.4.3 Flow Object Tags
            • 12.5.1.4.4.4 Organization Book Tags
            • 12.5.1.4.4.5 Performance Book Tags
            • 12.5.1.4.4.6 Document Book Tags
            • 12.5.1.4.4.7 Risk Book Tags
            • 12.5.1.4.4.8 Control Book Tags
            • 12.5.1.4.4.9 Rule Book Tags
            • 12.5.1.4.4.10 Master Data Book Tags
            • 12.5.1.4.4.11 Template Document Tags
            • 12.5.1.4.4.12 Generated from Template Tags
          • 12.5.1.4.5 Template FAQs
          • 12.5.1.4.6 Obtaining Payloads for Template Building
          • 12.5.1.4.7 Custom Object Book Templates
      • 12.5.2 Edit Document Objects
        • 12.5.2.1 Edit Document General Details
        • 12.5.2.2 Edit Document Properties Details
      • 12.5.3 Delete Document Objects
      • 12.5.4 Publish Document Objects
      • 12.5.5 Document Objects Approval Cycle
      • 12.5.6 Document Objects Security
      • 12.5.7 Move Document Objects
      • 12.5.8 Merge Document Objects
      • 12.5.9 Generate Document Books
      • 12.5.10 Document Object Endorsement Cycle
      • 12.5.11 Create Records of Document Objects
      • 12.5.12 Document Content Versioning Track Change Highlighting (In File)
    • 12.6 Risk Edit
      • 12.6.1 Create Risk Objects
        • 12.6.1.1 Create a Risk Set
        • 12.6.1.2 Create a Risk Folder
        • 12.6.1.3 Create a Risk
      • 12.6.2 Edit Risk Objects
        • 12.6.2.1 Edit Risk General Details
        • 12.6.2.2 Risk Analysis
          • 12.6.2.2.1 Edit Causes & Effects
          • 12.6.1.3.1.2 Edit Gross Risk
          • 12.6.1.3.1.3 Edit Residual Risk
          • 12.6.1.3.1.4 Assign Controls to Risks
          • 12.6.1.3.1.5 Residual Risk Override
        • 12.6.2.3 Edit Risk Properties Details
      • 12.6.3 Delete Risk Objects
      • 12.6.4 Publish Risk Objects
      • 12.6.5 Risk Objects Approval Cycle
      • 12.6.6 Risk Objects Security
      • 12.6.7 Move Risk Objects
      • 12.6.8 Merge Risk Objects
      • 12.6.9 Generate Risk Book
      • 12.6.10 Risk Object Endorsement Cycle
    • 12.7 Control Edit
      • 12.7.1 Create Control Objects
        • 12.7.1.1 Create a Control Set
        • 12.7.1.2 Create a Control Folder
        • 12.7.1.3 Create a Control
      • 12.7.2 Edit Control Objects
        • 12.7.2.1 Edit Control General Details
        • 12.7.2.2 Edit Control Properties Details
      • 12.7.3 Delete Control Objects
      • 12.7.4 Publish Control Objects
      • 12.7.5 Control Objects Approval Cycle
      • 12.7.6 Control Objects Security
      • 12.7.7 Move Control Objects
      • 12.7.8 Merge Control Objects
      • 12.7.9 Generate Control Books
      • 12.7.10 Control Object Endorsement Cycle
    • 12.8 Rule Edit
      • 12.8.1 Create Rule Objects
        • 12.8.1.1 Create a Rule Set
        • 12.8.1.2 Create a Rule Folder
        • 12.8.1.3 Create a Rule
      • 12.8.2 Edit Rule Objects
        • 12.8.2.1 Edit Rule General Details
        • 12.8.2.2 Edit Rule Properties Details
      • 12.8.3 Delete Rule Objects
      • 12.8.4 Publish Rule Objects
      • 12.8.5 Rule Objects Approval Cycle
      • 12.8.6 Rule Objects Security
      • 12.8.7 Move Rule Objects
      • 12.8.8 Merge Rule Objects
      • 12.8.9 Generate Rule Books
      • 12.8.10 Rule Objects Endorsement Cycle
      • 12.8.11 Assign To
    • 12.9 Master Data Edit
      • 12.9.1 Create Master Data Objects
        • 12.9.1.1 Create a Master Data Set
        • 12.9.1.2 Create a Master Data Folder
        • 12.9.1.3 Create an Entity
        • 12.9.1.4 Create an Attribute
      • 12.9.2 Edit Master Data Objects
        • 12.9.2.1 Edit Entity General Details
        • 12.9.2.2 Edit Attribute General Details
        • 12.9.2.3 Edit Master Data Objects Properties Details
      • 12.9.3 Delete Master Data Objects
      • 12.9.4 Publish Master Data Objects
      • 12.9.5 Master Data Objects Approval Cycle
      • 12.9.6 Master Data Objects Security
      • 12.9.7 Move Master Data Objects
      • 12.9.8 Merge Master Data Objects
      • 12.9.9 Generate Master Data Books
      • 12.9.10 Master Data Object Endorsement Cycle
    • 12.10 Collaboration Edit
      • 12.10.1 Implement Improvement Requests
    • 12.11 Governance Edit
      • 12.11.1 Overview Tab
      • 12.11.2 Maturity Tab
      • 12.11.3 Analysis Tab
        • 12.11.3.1 Process Analysis
          • 12.11.3.1.1 General Process Analysis Report
    • 12.12 Glossary Edit
      • 12.12.1 Create Glossary Objects
        • 12.12.1.1 Create a Glossary Set
        • 12.12.1.2 Create a Glossary Folder
        • 12.12.1.3 Create a Term
      • 12.12.2 Edit Glossary Objects
        • 12.12.2.1 Edit Term General Details
        • 12.12.2.2 Edit Term Properties Details
      • 12.12.3 Delete Glossary Objects
      • 12.12.4 Publish Glossary Objects
      • 12.12.5 Glossary Objects Security
      • 12.12.6 Move Glossary Objects
      • 12.12.7 Glossary Objects Approval Cycle
      • 12.12.8 Glossary Objects Endorsement Cycle
      • 12.12.9 Copy (and Paste) Glossary Objects
    • 12.13 Capability Edit
      • 12.13.1 Create Capability Objects
        • 12.13.1.1 Create Capability Set
        • 12.13.1.2 Create a Capability
      • 12.13.2 Edit Capability Objects
        • 12.13.2.1 Edit Capability General Details
        • 12.13.2.2 Edit Capability Properties Details
        • 12.13.2.3 Edit Capability Analysis Details
      • 12.13.3 Delete Capability Objects
      • 12.13.4 Publish Capability Objects
      • 12.13.5 Capability Objects Approval Cycle
      • 12.13.6 Capability Objects Security
      • 12.13.7 Move Capability Objects
      • 12.13.8 Copy/paste Capability Objects
      • 12.13.9 Environment & System Admin Settings
      • 12.13.10 Capability Objects Endorsement Cycle
      • 12.13.11 Generate Capability Books
  • 13.0 AI Document Process Mining Parser
    • 13.1 Upload a document
    • 13.2 Template selection/creation
    • 13.3 Tagging
      • 13.3.1 Manual Tagging
        • 13.3.1.1 Manually Tagging EPC Objects
          • 13.3.1.1.1 Manually Tagging Process Objects
          • 13.3.1.1.2 Manually Tagging Organization Objects
          • 13.3.1.1.3 Manually Tagging Performance Objects
          • 13.3.1.1.4 Manually Tagging Rule Objects
          • 13.3.1.1.5 Manually Tagging Risk Objects
          • 13.3.1.1.6 Manually Tagging Control Objects
          • 13.3.1.1.7 Manually Tagging Document Objects
          • 13.3.1.1.8 Manually Tagging Master Data Objects
          • 13.3.1.1.9 Manually Tagging Glossary Objects
          • 13.3.1.1.10 Manually Tagging Capability Objects
        • 13.3.1.2 Tagging Tables and Association Models
        • 13.3.1.3 Tagging Multi-Path Maps & Decision Points
      • 13.3.2 Auto Tagging
      • 13.3.3 Removing Tags
    • 13.4 Parsing
      • 13.4.1 Rule Selection
      • 13.4.2 Parsing Features
        • 13.4.2.1 Import Analysis Workbook for Process Objects
        • 13.4.2.2 Importing Performance Measurement Values, Dates and Comments
        • 13.4.2.3 A.I. Image Recognition Parsing
        • 13.4.2.4 Managing User & Group Permissions
      • 13.4.3 Text Level and Styles Recognized by Parser
    • 13.5 Rule Builder
    • 13.6 Settings
      • 13.6.1 Export Settings
      • 13.6.2 Environment & Language
    • 13.7 Export to EPC
    • 13.8 Available Recognized Object Types and their Attributes
      • 13.8.1 Process Objects and Attributes
      • 13.8.2 Org Unit Objects Attributes
      • 13.8.3 Performance Objects Attributes
      • 13.8.4 Rule Objects Attributes
      • 13.8.5 Risk Objects Attributes
      • 13.8.6 Control Objects Attributes
      • 13.8.7 Document Objects Attributes
      • 13.8.8 Master Data Objects Attributes
      • 13.8.9 Capability Objects Attributes
      • 13.8.10 Glossary Objects Attributes
  • 14.0 Middleware Bi-Directional Integration Sync Manager
    • 14.1 Atlassian Jira Two-way Integration
      • 14.1.1 Creating a Jira Epic and Story From EPC
    • 14.2 Essential Projects Two-way Integration
      • 14.2.1 Creating an EA Solution From EPC
    • 14.3 Jira Webhook API
    • 14.4 Microsoft 365 OneDrive & Microsoft Teams Integration
  • 15.0 EPC REST APIs
    • 15.1 Getting Started
      • 15.1.1 Authentication and Token Management
      • 15.1.2 Basic Examples
    • 15.2 Use Cases & Examples
      • 15.2.1 Retrieve a List of Objects
      • 15.2.2 Retrieve an Object
      • 15.2.3 Create an Object
      • 15.2.4 Update an Object
      • 15.2.5 Delete an Object
      • 15.2.6 Retrieve Actions of Current User
      • 15.2.7 Retrieve Users
      • 15.2.8 How to Perform Other Use Cases
    • 15.3 API Reference (Swagger)
  • 16.0 Tutorial for EPC
    • 16.1 Getting Started
    • 16.2 Build a Business Process
      • 16.2.1 Import a Process from Visio
      • 16.2.2 Process Structure
      • 16.2.3 Map Sub-Process
      • 16.2.4 Input Procedures and Assign Responsibilities to a Task
      • 16.2.5 Edit BPMN Properties
    • 16.3 Create Inter-Process Links
    • 16.4 Create Inputs and Outputs
    • 16.5 Publish the Process
    • 16.6 Import User & Assign Resource to Role
    • 16.7 Approval Cycle
    • 16.8 Upload a Document and Assign to Process
      • 16.8.1 Upload a Document
      • 16.8.2 Assign Document to Process
      • 16.8.3 EPC Home Page
      • 16.8.4 Complete Approval Cycle
  • 17.0 EPC Data Dictionary, ERD & Cognos Reports List
Download as PDF

What’s New in 14.0

Within the EPC 14.0 release, the following major features have been introduced:

  • Edit in Microsoft Office 365
  • Microsoft Teams Integration
  • Add Phases to Process Maps
  • Automatic System Serial Numbering
  • Mass Assigning Approval & Endorsement Cycles from the List Page
  • Merge Action Added to Capability, Terms, Folders & Sets
  • Run Process Validation & Translation Reports Directly from the Graph Edit Window
2.0 EPC 14.0 Release Notes
Edit in Microsoft Office 365

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